Nimble
Welcome to our feature request forum! Please feel free to vote or submit a new feature you would like for Nimble.
This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.
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1412 results found
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Release an iPad app.....
I notice that there have been various updates since last year promising an iPad app, the latest was Q1 2013 which has now passed.
Any clear idea when this is likely t be available?
13 votes -
Custom Reports/Searches on Activities
We need the ability to create custom reports based on activity - like tasks, notes, messages, events - by company account and/or by our team users. We need to be able to select more than one value per filter as we currently have to create a report per primary value. Also to be able to customise the format of the report - select what columns display and the order from both default and custom fields. Then to be able to export these reports.
13 votes -
let "Log touch" update "last contacted", or make it possible to manually update last contacted.
let "Log touch" update "last contacted", or make it possible to manually update last contacted.
13 votes -
Allow entry of monthly payments in deals
A lot of the deals we add to nimble include some form of regular payment, such as hosting. It would be nice to be able to record these elements on deals.
Currently I just leave them out of the deal and just add in the capital cost to the client.12 votesHi,
As of right now, we envision the deal tool in Nimble to be for deals that occur once so I am declining this feature request for now.
If we receive enough votes on this feature, we will open it back up for review, but for now, we must decline it.
Best regards,
Joseph
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Search Capability for Tasks
Nimble needs the ability to search tasks for keywords in the subject and the notes. This would be invaluable in locating key data on a conversation or project with a customer.
12 votesHi,
We definitely see the value in being able to search for Task. This feature request is under review and once it receives more votes, we will investigate ways of bringing it to fruition.
For the time being, you can find a list of your Tasks and Events under your Activities tab.
Best,
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Would like to lookup - then export - only specific data fields. Currently we have to edit extraneous data that is exported.
Custom lookup and export
12 votesHi Tom,
That is a great suggestion, I have put this suggestion under review.
-Joseph
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Make Activities Searchable
Two things happen in working with contacts. You need the social aspect (meetings, email, twitter, etc) to make anything happen, and then in campaign or followup of actual relationship, you need activities. It is so easy to load up activities to drive business and results. But not to be able to search your next steps seems like a missing success factor from Nimble.
Nimble spearheaded the social need spot on. Now make it searchable and make it real.
12 votes -
User friendly print options
Quick and easy print options out of Nimble.
I would like to print my daily calendar view, then a couple weeks view. NOT user friendly.
The reason many like myself used ACT by Sage for so long is it was ‘easy’ to use, other CRM have lots of bells and whistles, some I like but please work on including the basics.
12 votes -
Kayako Integration
Kayako sync to contacts, emails and others.
12 votes -
direct edit contact in list
when selecting a contact in the list it would be nice to offer to directy to edit it. Now you have to open it and then press on edit
12 votes -
add alarms for meeting, events, tasks
Alarms keep our team on time for everything. I guess a work around it to go into Google Cal and set an alarm there???
12 votes -
Clearslide Integration
Clearslide is a fantastic sales tool. Would be perfect to have an integration with Nimble.
12 votes -
Integration with VK.COM
There's popular social network in Russia - vk.com.
It has API. Please, consider developing integration with it.12 votes -
data fields
Have a multi select option when setting up custom data fields. Cuurently you can only have a single selection from a list but I want to be able to make a list and select more than one so that I know if a customer has done more than just one course with us. Plus to also be able to add to this list and not have it closed once you have applied the changes when first making a list.
12 votes -
Full Screen!
Please help those of us that have large monitors. I hate scrolling to the right to view my contacts details.
12 votes -
Create multiple alert levels - different contacts
Allow for creation of multiple alert levels so that certain users will only receive Critical events. We could then configure monitoring and alerting systems such as Pagerduty to forward Critical events to an after hours pager, without notifying on non-critical events.
12 votes -
be able to copy an e-mail from a contact
We send our e-mails from Outlook and are copying the e-mails from Nimble many times every day. In the old days when I clicked on the e-mail part before @ it opened in my preferred e-mail program (Outlook) and when I clicked on the latter part it opened the URL and the homepage of the company.
Could we have that back?
12 votes -
Add the delete/merge buttons at the bottom of contact list as well
Right now, if I go through my list to delete unwanted people, I need to scroll all the way back up to find the Delete button, as well as other buttons such as merge etc.
Why not put them on the bottom.. or better yet, have it on the side sliding by to follow my viewport on the screen?
11 votes -
Track referrals!
I would love to be able to link contacts in a referee <-> referrer relationship!
11 votes -
Allow for merging from Wufoo forms
As of right now, Wufoo form submissions will not merge contacts with existing Nimble contacts. Nimble should be able to merge contacts to help prevent duplicates.
11 votes
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